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Union Consumption Fund(G)-Direct Plan

Union Consumption Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

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Buy, Hold or Sell?

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NAV : 16 Sep 2026

₹9.70

Min. SIP amount

₹500

Fund size (AUM)

336 Cr

Expense ratio

0.0%

Launched on

22 Dec 2025

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
0
Would've become
0

Stock Allocation

Stock nameSectorAllocation
Eternal Ltd.Retailing6.92%
Bharti Airtel Ltd.Telecom6.79%
Mahindra & Mahindra Ltd.Automobile & Ancillaries5.48%

Fund Composition

336 Cr

Large Cap

50.92%

Mid Cap

23.57%

Small Cap

19.63%

Others

5.88%

Sector Allocation

336 Cr

Retailing

18.06%

Automobile & Ancillaries

14.89%

Fmcg

12.43%

Domestic Equities

10.43%

Telecom

6.79%

Diamond & Jewellery

3.96%

Chemicals

3.87%

Alcohol

3.57%

Others

25.95%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 1Y, Nil after 1Y

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

VM

Vinod Malviya

Present

SB

Sanjay Bembalkar

Present

Similar/Peer Fund Comparison

Fund name
H

HDFC Nifty India Consumption Index Fund(G)-Direct Plan

+0.00%
L

LIC MF Consumption Fund(G)-Direct Plan

+0.00%
U

Union Consumption Fund(G)-Direct Plan

+0.00%

FAQs

Union Consumption Fund(G)-Direct Plan is a part of Union Asset Management Company Pvt. Ltd., it was incepted on 22 Dec 2025. This fund is managed by Vinod Malviya and Sanjay Bembalkar. It is a Equity type of fund.

The current NAV of Union Consumption Fund(G)-Direct Plan is ₹9.70 (as of 16 Sep 2026).

Union Consumption Fund(G)-Direct Plan has delivered 0.00% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Union Consumption Fund(G)-Direct Plan is ₹500.

The expense ratio of Union Consumption Fund(G)-Direct Plan is 0.0%.

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